How do I use Litmus Proof?
What is Litmus Proof?
Litmus Proof simplifies and streamlines the review and approval process. Proof enables teams to share, give clear feedback, gain visibility and version control, and collaborate directly on an email in a single location, reducing review cycles and production time.
How do I use Litmus Proof?
Whether you want to review an email before moving to the QA process, or are looking for one last final set of feedback before pressing the "Send" button, Litmus Proof simplifies the email review and approval process.
This guide will get you up to speed on how to quickly and easily collaborate with your team to make sure every email is the best it can be.
Who has access to Litmus Proof?
Proof is available to customers with a Litmus Enterprise plan. Access to viewing, creating, and sharing of Proofs varies by user role as follows:
Viewing Proofs: In general you can view Proofs that have been shared with you. However, Account Holders, Admins, and Full Users can view all the Proofs on an account by visiting the Proof section of Litmus.
Creating Proofs: Only Account Holders, Admins, and Full Users can create Proofs.
Sharing Proofs: All users can share Proofs with others. However Proof Reviewers and Reviewers are limited to sharing Proofs with only users on the Account and cannot create sharing links. Account Holders, Admins, and Full Users can quickly add new Proof reviewers or create sharing links.
Creating a Proof
If your HTML already exists in a place where it can easily be emailed as a draft (i.e. if it’s in Litmus Builder or your email service provider’s editor), then the easiest way to bring that HTML into Proof is to simply email it to your Litmus Proof email address as follows. Here’s how:
- Navigate to Proof in the Litmus app sidebar or dashboard.
- Click on the “New Proof Project” in the top right-hand corner.
- If you have not previously set a Proof test address, you will be prompted to create one. Once created, emails may be sent to this address at any time and a new Proof project will be created instantly.
- Click “Copy” to place your Proof email address in the clipboard and use your ESP or Litmus Builder to send a copy of your draft to it.
- After a few seconds, the screen should reload and your draft email will be visible inside Litmus Proof.
If you do do not have the ability to easily send your draft as an email, select the “Paste your HTML” tab and paste in your HTML, then switch to “Plain Text” tab and paste in a plain text version of your email if you have one. Then click “View your Proof”.
Inspecting Your Email
After your email has been uploaded into Proof, you'll want to give it a quick review yourself before inviting comments from your team. By default, you'll be looking at the Desktop view of your email:
It's important to remember that this is not a render of your email in a specific email client, this is a real HTML view of your email rendered by your desktop web browser. For client rendering, use either Litmus Builder or Litmus Checklist.
Next, you'll want to check the mobile and plain text views of your email. There are tabs across the top of the screen for switching between these modes.
Sharing Proofs with Stakeholders and Reviewers
Sharing a Proof enables you to get feedback from others. Proofs can be shared by using the “Share” button. There are two methods of sharing a Proof with others: inviting users and creating a share link.
- Inviting users
Inviting users sends an email invitation and link directly to those you want to provide feedback. Users and Groups on the account are shown in the list in the dialog box.
Simply check off which user or Group you wish to send to and type a note. When the “Send email” button is clicked, emails will be sent to all selected members of your team with a link to your Proof project and any note that you included.
If you need to share with someone who is not on your Litmus account you can add them as a Proof Reviewer. Simply type in their email address and hit Enter to add them. Newly invited users become Proof Reviewers on the account and are granted access to the Proofs you share with them. They will appear in the user list when sharing any subsequent Proofs.
Enterprise accounts can add an unlimited number of free Reviewer or Proof Reviewer members to their accounts so that you can easily get feedback on Proofs from clients and other stakeholders.
Note: Proof Reviewers do not have access to other areas of Litmus.
- Creating a Share Link
Create a public sharing link in order to easily share an email proof in other collaboration or project management tools like Slack, Asana, Jira or Trello. The public sharing link allows anyone with the link to view the Proof so share it only with people you trust. Simply use the switch to turn on the public link and copy and paste the link where you want to share it. If you are concerned about making your Proof public, use the Invite Users tab which requires users to be invited and log in before viewing the Proof.
Public links remain public for 30 days or until the public switch is turned off in the "Create a share link" dialog box. Although public share links can be seen by anyone, commenting requires a user to sign in or create an account. New users who sign in on the public sharing link are added to your account as Proof Reviewers and only have permission to view the Proof you have shared with them.
Creating Groups: Maintain full control over the review and approval process with Groups. Create Groups so you can easily add entire internal teams or clients to Proof for review. For example, if you regularly request feedback from the Marketing department at your company, create a Group with all members of that department in it and then simply invite that group to each Proof when you’re ready for feedback. Groups can be created by your Account Holder or Admins from the “Users and Groups” section of the Litmus Settings.
Discussions on the email happen in comments that are placed either at specific points in the email or on any selected text from the email.
To create a comment, simply click anywhere on the email and you’ll see a blue dot appear with a menu attached:
Then, click “Add comment” and a comment box will open in the sidebar on the right-hand side of your browser. Type your comment and click “Post”.
If you would like to mention a teammate or client who is on your Litmus team, either click the “Add others to this conversation” link below the comment, or simply type an @ character. A drop-down list of users and Groups will appear and clicking on any of them will insert that user’s name into your comment. Any users or Groups mentioned in a comment will receive a notification email immediately when the comment is posted.
If you would like to focus a comment on a specific piece of copy in your draft email, simply select that text in the email and then select “Add comment”. The text will be copied into the comment for context.
Once a comment has been addressed, users can click on the checkbox next to “Resolve.”
When a comment is resolved, it will be removed from the sidebar. However, comments can be filtered by “Unresolved, All, Resolved.” Any resolved comments will have the name of whoever resolved the comment and date/time of when the comment was resolved. With this functionality, you have a full system of record for all feedback.
The best way to check links as part of your QA process is still with Checklist since it automatically checks your links for you and ensures that they are being tracked, but there is a feature in Proof that also allows you to check the destination of a link in your email. Simply click on a link and you’ll also see a “Visit link” menu option which will open the link in a new browser window or tab.
Creating New Versions of Your Proof Project
After reviewing comments from your team it’s likely that you will make some edits to your draft email. Once they are made you’ll want to upload the new version into Proof:
- From your Proof project, click on “Upload new version”
- Either send a new draft version of your email to the email address displayed on the “Send your draft email” tab, or switch to the “Paste your HTML” tab and paste in both your HTML and plain text versions and click “Update”.
- In a few seconds, your Proof project will be updated with the new draft email.
Note: When emailing in a new draft, the destination email address displayed is not exactly the same as the static address used when you want to start a new Proof project. The one displayed here includes a unique identifier to ensure that the new draft gets attached to the correct Proof project. Always copy the email address every time from this screen.
Viewing Previous Versions of Your Proof Project
View and manage multiple versions of email campaigns for a complete system of record. Once you have multiple versions of a draft email in your Proof project, it may be useful to be able to browse back through old versions. To access this functionality, switch to the “Versions” tab in the right-hand sidebar of your Proof project and you will see a list of all versions that have been uploaded.
Next to each version is a “View” link which will load in the old version of your email.
Download a Timeline of Activity
Proof Timeline lets you view and download all comments and previous versions of your Proof. To learn more about Proof Timeline and how to use it check out our guide.
Have any additional questions? Reach out to email@example.com. We're happy to help!